Ellevate Financial, Inc. is a mid-sized advisory firm based in New York. It manages $54.11 million of regulatory assets for 7,090 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Ellevate Financial provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for approximately 5,000 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ellevate Financial, Inc. is $54.11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 39630% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ellevate Financial, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ppg 2008 Trust joined the executive team most recently as the Trustee.
The principal office where Ellevate Financial, Inc. performs its advisory services is located at 48 West 25 Th Street, New York, NY 10010, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 844-355-7100. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at ellevest.com.